About Our Firm

  • 21+

    Devoted team members

  • 25+

    Years serving families

  • $2.9B

    Assets Under Advisement*

Built to serve the needs of distinguished families

Brownlie & Braden Advisors is a unique firm providing family office services built to serve the needs of distinguished families. Our approach is, and always has been, to provide a curated set of services that aligns with our clients’ unique resources, challenges, and objectives. In doing so, we orchestrate all facets of our clients’ complex financial lives: asset management, tax planning, asset protection, philanthropic planning, estate planning, life insurance due diligence, and family risk management.

Planning is paramount

By our very nature, we are fiduciaries first and investors second. Accordingly, we believe that everything we do from an investment perspective should involve a well-thought-out and strategic plan of action. This planning-driven approach is made possible by our fee structure. Our clients pay a fixed quarterly fee based on the complexity of their situation and the resources necessary to accomplish what they need, not a fee based on the value of their assets.

A uniquely devoted team

We do many things for our clients, but the way in which we operate separates our team. We are uniquely devoted to the families we work for, and the people who depend on them. And in every interaction with our firm, our clients can expect a work ethic as strong as their own.

What can a partnership with Brownlie & Braden Advisors do for you?

*Assets under advisement are $2,623,819,778 as of December 31, 2021 and was computed using a method that is different from the method used to compute our “regulatory assets under management” which was $267,818,263 as of December 31, 2021.